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Where to find Inventory: In the left sidebar, click Inventory. You’ll see three tabs: Stockroom (your stock items and quantities), Purchase Orders (orders to suppliers), and Suppliers (your vendor directory).
Prerequisites: You should have Locations set up so you can track stock per location. To link stock to sellable items, configure Products, Services, or Medications first.
The Inventory module helps you know exactly what supplies you have, where they are, and when to reorder. If your clinic tracks injectables, skincare products, medical supplies, or anything else with quantities that change over time, this is where you manage it. How it works: You create stock items for the physical goods you keep on hand (syringes, Botox vials, skincare products, etc.). Each stock item tracks quantities at each of your clinic locations. When you link a stock item to a product, service, or medication, the quantity updates automatically every time that item is sold or administered — no manual counting needed.

Managing Your Stock

View stock levels, understand alerts, draw down inventory, and link stock to the items you sell.

Ordering & Receiving Stock

Create purchase orders, auto-generate orders for low stock, and record deliveries.

Managing Suppliers

Add suppliers, track contact details, and set default order notes.

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Getting Started

If you’re setting up inventory for the first time, here’s a recommended order:
1

Add Your Suppliers

Go to the Suppliers tab and add the vendors you order from. See Managing Suppliers.
2

Create Your Stock Items

Go to the Stockroom tab and click Add Stock. You can add items one at a time or upload a photo of a purchase order and let AI extract the details for you.
3

Set Minimum Stock Levels

For your most-used items, set a minimum stock level so you get a visual alert when quantities run low.
4

Link Stock to Products and Services

Connect stock items to the products, services, or medications you sell. This way, quantities update automatically when items are sold.

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Advanced Configuration

Set a Minimum Stock Level on any stock item to see low-stock alerts. When the remaining quantity falls to or below the minimum, the item shows a Low badge. At 25% of the minimum level, it changes to Critical. You can also set up Notifications to receive alerts via email, text, or in-app when stock runs low.
Shipments can include an Expiry Date. The Stockroom table shows the earliest expiry date for each item. Items expiring within 30 days display a warning icon. Expired items show the date in red. This helps you rotate stock and dispose of expired product before it reaches patients.
When linking a supplier to a stock item, you can set up supplier-specific units of measure. This is useful when your internal tracking unit differs from the supplier’s packaging — for example, you track in individual vials but the supplier sells in boxes of 10. The UOM setting handles the conversion so purchase orders use the supplier’s units while your stockroom shows your internal units.
You don’t have to manage all inventory from the Inventory module. Products, services, and medications each have an Inventory tab in their editors where you can create new stock, link existing stock, or view current quantities per location. See Products, Services, and Medications for details.
Inventory features are controlled by two permissions:
  • Inventory Read — Required to view the Stockroom, Purchase Orders, and Suppliers pages.
  • Inventory Write — Required to create, edit, and archive stock items, manage purchase orders, add suppliers, and perform drawdowns.
These permissions are configured under Settings > Users & Roles. See Users & Roles for details.